Add or Remove Facility Taxonomy Code

  • Updated

This rule adds the facility taxonomy code from a claim.

Workflow

Let's review how to create a claim rule to add or remove the facility taxonomy code on a claim!

    1. Navigate to Management Center > Claim Rules.

    2. Click Create Claim Claim Form Rule.
    3. Select the Practice.
    4. Next, give the rule a name.
    5. Update the Claim Type to Institutional or Professional.
    6. Select Conditions to create criteria a claim should meet before the rule will apply.
    7. Next, click on the Behaviors dropdown.
    8. Select Facility - Taxonomy Code.
    9. Next, click Add.
    10. Update the dropdown to one of the following options:
      1. Omit to create the claim without the facility taxonomy. 
      2. Require and Write to Claim to always include the facility taxonomy.
      3. Write to Claim if Present to only include the facility taxonomy if it is present within the facility profile.
      4. Custom to include a custom facility taxonomy. 
    11. To create multiple behaviors, repeat steps 7-10.
    12. Click Save to complete the process.

Box Number(s)

Helpful Hints

  • If one of your conditions is payer-based, select Current Sequence Behavioral instead of the Primary Behavioral Payer. This will ensure the rule applies to secondary and tertiary claims when needed. 
  • To read more about how to set claim rule conditions and order, see the Claim Rule: Setting Claim Rule Conditions article.
  • To read more about how to set up a claim rule to be effective as of a certain date, see the Scheduled Change Sets article. 

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